1. Follow this menu path: Toolbox => Setup => Pricing => Series & Memberships.
2. Select Add New in the right corner.
3. Select a Revenue Category from the Service Category from the dropdown menu.
4. Select the Program from the Program dropdown menu.
5. Select the Type (count or time) of series from the Type drop down menu. These three types of series are explained above. If you want to create a membership series, click on the link below.
6. Enter a series or membership description up to 50 characters (including spaces) in the Description Field. Be specific. This is the description your clients see if they purchase services online.
7. Choose the Duration In as months or days.
8. Enter the Days or months Until Expiration. If the series or membership does not expire, enter any number equal or greater than 902 days or 30 months so that an expiration date does not appear on the client's printed receipt or invoices.
9. Select Yes or No in the drop down menu for Does Teacher Get Paid for this Client? Field
10. Select Yes if the teacher gets paid for clients with this series.
11. Select No if the teacher does not get paid for clients with this series.
12. Enter any additional product notes up to 50 characters (including spaces) needed to clarify the series or membership description in the Product Notes Field.
13. Select Update Activation Date to First Visit Date if you want the series to start expiring on the first visit date as opposed to the purchase date.
    
    
    • Update Activation Date to First Visit Date only works if you sign the client into a class or workshop first.
    • If you purchase a series for a client prior to enrolling them in a class or workshop and want the activation date to update to the first visit, you must enable "Series Activation Dates - Update Automatically" in the Client Management section of General Setup & Options.
    • To access this option, go to Toolbox => Setup => Options => General Setup & Options.
    • Activation dates can also be changed at the point of sale if you do not want to automatically update the activation date.
    • Activation dates can also be updated for any unused package by editing the purchase from the client's Accounts and Contracts screen.  
       
14. Do not select Discontinued. Discontinued is used to remove series or memberships that are no longer sold.
15. Select Sell Online if the service package can be purchased online. Please note that Sell Online will work if you don't have credit card processing, but clients will only be able to purchase if they have account credit sufficient to pay for the purchase.
16. Press Add New Series/Membership.

A membership series is just a series that is assigned to one of the memberships that you created on the Membership Options Screen (Toolbox => Setup => Options => Membership Options). Once a client buys this series, they are considered a member until the series either expires, runs out of visits, or is considered not-current on the clients Account Details Screen.

 

To edit/create a Membership series:

First learn how to create a Membership by clicking here.

Second, follow these steps:

1. Follow this menu path: Toolbox => Setup => Pricing => Series & Memberships.
2. Select Add New in the right corner, if editing select View/Edit and lookup the series. To view a complete list of series, click the Search Button.
3. Select a Revenue Category from the Service Category from the dropdown menu.
4. Select the Program from the Program dropdown menu.
5. Select the Membership Series that you created on the Membership Options Screen.
6. Enter a series or membership description up to 50 characters (including spaces) in the Description field. Be specific. This is the description your clients see if they purchase services online.
7. Choose the Duration In as months or days.
8. Enter the days or months until expiration in the Duration Field. If the series or membership does not expire, enter any number equal or greater than 902 days or 30 months so that an expiration date does not appear on the client's printed receipt or invoices.
9. Enter the selling price for the series in the Price Field, and the online price underneath. If editing a series, you can easily update price changes in contracts and packages related to the series by checking the Update Price in Contracts & Packages Checkbox beside the Price Field. You can change the price for all future contracts and packages sold, or all existing contracts, packages, and AutoPays, using the Update Price in AutoPays (from some date) Forward Checkbox. If you don't check either of these two checkboxes, the price of the series will just be updated for the standalone series, not for a any contracts or packages that the series is assigned to.
10. Select Yes or No in the dropdown menu for Does Teacher Get Paid for this Client? Field
11. Enter any additional product notes up to 50 characters (including spaces) needed to clarify the series or membership description in the Product Notes Field.
12. Select Update Activation Date to First Visit Date if you want the series to start expiring on the first visit date as opposed to the purchase date.
    
    
    • Update Activation Date to First Visit Date only works if you sign the client into a class or workshop first.
    • If you purchase a series for a client prior to enrolling them in a class or workshop and want the activation date to update to the first visit, you must enable "Series Activation Dates - Update Automatically" in the Client Management section of General Setup & Options.
    • To access this option, go to Toolbox => Setup => Options => General Setup & Options
    • Activation dates can also be changed at the point of sale if you do not want to automatically update the activation date.
    • Activation dates can also be updated for any unused package by editing the purchase from the client's Accounts and Contracts Screen.  
       
13. Do not select Discontinued. Discontinued is used to remove series or memberships that are no longer sold.
14. Select Sell Online if the service package can be purchased online. Please note that Sell Online will work if you don't have credit card processing, but clients will only be able to purchase if they have account credit sufficient to pay for the purchase.
15. Press Add New Series/Membership.

 

• Barcode - You have the option of adding barcodes to the identifications of series and memberships. For example you can just scan a series barcode and your system will look up the series that you're trying to sell.
• Per Session Pricing - When clients buy a series with this feature enabled, the series will automatically calculate the number of sessions based on how many visits the client is trying to pay for at the point of sale. The price you enter will be multiplied by the clients' visits; so please set the price of this series to the cost of a single visit.

• Click here to read about avoiding some of the mistakes made when creating a workshop series.
• Click here to learn more about reconciling unpaid visits for services and rentals.

• Fixed Activation Date - The date entered into this field will serve as the default activation date when the series is sold through your Online Store or Retail Screen. This date isn't permanent; if the series is sold through the Retail Screen, then you can always change the default "Fixed Activation Date" to something new.
  • If the series is added to a contract, package, or auto pay, then the Fixed Activation Date of the series does not apply
  • When you leave this new field blank, the series acts like before, meaning the series is activated on the date of sale (unless you check the Updated Activation Date to First Visit Date Checkbox for the series)
  • Once a date is entered into this field, the Updated Activation Date to First Visit Date Checkbox will be grayed out. Due to the nature of both features, you must choose either one or the other
  • Be careful when predating this box or you risk selling expired series
• Introductory Series - You can designate a series that your clients are allowed to buy only once. For example, if you have a New Client Promo Series, you can tell the system that each client can only buy it once. Once a client has bought it, it no longer shows up as an option inside your Online Store (consumer mode) or on the Retail screen (business mode).
• Only Use in Contracts/Packages - Check this option if the series or membership you created can only be purchased through a contract or a package. This is mostly used with membership style business in when monthly rates differ based on the contract period.
• Scheduling Restriction - Max Sessions - You can throttle how many times a client can use a series with this feature. It's a great way to sell a series that can only be used, say, 5 times per week - even though it has 1000 possible visits in it and lasts for a year. Once your client reaches the limitation set by this dropdown box, the system will not allow the client to sign into more services using this series. A warning message is also displayed at the top of the screen explaining why.
• Scheduling Restriction - Disallow Consecutive Days? - Check this option if clients cannot use their series or membership consecutively such as a Monday and Tuesday, but they could use it every other day such as Tuesday and Thursday.
• Members Only - Highlight series in the multi select box, and only members with those memberships can buy this series. Be careful not to make only members with this series able to buy this series. If you do this, you create a Catch-22 and the system won't allow any new clients to buy this memberships series.  
• Member Discount - Select the memberships below that get a discount when they buy this series. The discounted percentage/flat amount is determined on the Membership Options Screen.
• Receipt Notes - anything you type here is displayed on the printed receipt.

 

Many appointment based businesses such as spas have a large number of services within each department. MINDBODY has a special feature called the "Spa Setting" to help with these types of setups. Instead of creating many different departments, the spa setting is enabled and a method called session type assignment is used in which the appointment based series you create can be restricted to as single , or multiple session types. This differs from other sites where series are restricted by department and the series can be used for any session or class type in the department.

When adding appointment based series and memberships for sites with the spa setting enabled, you must also assign the session type. Follow Steps 1-18 in the Create New series or Membership above, but then do this one last step:

• At the bottom of the screen, look for Sessions that can be taken with this Series/Membership.
• From the drop down list, choose a session type and click Add New.
• When you create a session type through Toolbox => Services => Session Type Setup, the series for a single service is automatically added and the session type assigned. Therefore, the only series you must add are those that are pre-payments such as a series of 5 Massages.